| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,804 | $424,889.87 | $376,548.92 | -$48,340.95 | -11.38% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,510 | $346,593.3 | $306,741.4 | -$39,851.9 | -11.5% |
| MG Melissa Glennie Capital Management Associates, Inc | 991 | $248,071.2 | $201,291.92 | -$46,779.28 | -18.86% |
Michel Del Buono a16z Perennial Management, L.P. | 973 | $244,524.55 | $197,810.9 | -$46,713.65 | -19.1% |
Cody Gehman Stonebridge Financial Group, LLC | 25,531 | $6.2M | $5.33M | -$866,146.48 | -13.98% |
Curtis Burkholder Bare Financial Services, Inc | 54 | $12,341.99 | $11,054.34 | -$1,287.65 | -10.43% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,830 | $629,812.79 | $574,886.2 | -$54,926.59 | -8.72% |
Keisuke Ichihara Rakuten Securities, Inc. | 5 | $1,241.45 | $1,043.65 | -$197.8 | -15.93% |
Joshua Stipcich Tidemark, LLC | 233 | $57,853.83 | $48,634.09 | -$9,219.74 | -15.94% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 9,334 | $2.13M | $1.91M | -$217,895.46 | -10.24% |
Andrea Butler Sequent Planning LLC | 1,337 | $341,177.42 | $279,072.01 | -$62,105.41 | -18.2% |
Jaran Day OPINICUS CAPITAL, INC. | 5,608 | $1.26M | $1.14M | -$123,476 | -9.78% |
Wynn Capital LLC Wynn Capital, LLC | 4,177 | $937,529.66 | $848,891.71 | -$88,637.95 | -9.45% |
Rob Dainard Hara Capital LLC | 2,540 | $565,277 | $516,204.2 | -$49,072.8 | -8.68% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 302 | $71,295.27 | $63,036.46 | -$8,258.81 | -11.58% |
Christy Clarin Portfolio Design Labs, LLC | 4,361 | $1.09M | $910,271.53 | -$184,007.89 | -16.82% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 11,208 | $2.75M | $2.29M | -$460,325.05 | -16.71% |
Craig Silberg EVERPAR ADVISORS LLC | 2,395 | $533,056.36 | $499,908.35 | -$33,148.01 | -6.22% |
Carol Smith Access Investment Management LLC | 88 | $19,525 | $18,368.24 | -$1,156.76 | -5.92% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,875 | $767,498.61 | $584,286.25 | -$183,212.36 | -23.87% |